Hey friends 👋
This week, Cameron and I tackled everything from revenue concentration risk to cap table drama. The video above is from Tuesday's Substack session — we covered some meaty product-market fit questions and competitive strategy.
Substack Session (above):
We dug into why founders obsess over metrics that don't matter at their stage, how to think about competitive markets without losing your mind, and the brutal truth about B2C apps that can't monetize. Plus: why "building habits is hard" means your app isn't solving the problem.
Replay's above — hit play and dig in.
LinkedIn Session:
Quick hits from LinkedIn this week:
Property management revenue risk – When 60% of your revenue comes from one customer, the real question isn't diversification vs. doubling down. It's whether you're building software or accidentally becoming a consulting firm.
Creator tool monetization – "Creators are used to everything being free" is founder fiction. Professional creators pay for tools all the time. If they won't pay you, your value prop is broken.
50/50 cap table drama – Angel investor passed because of a 50/50 co-founder split with only one full-time founder. That's not an excuse — it's a legitimate red flag that difficult conversations never happened.
Family app competition – Stop building your MVP when you don't know what to build yet. Competing with Cozy and Family Wall isn't about features — it's about finding the underserved customer segment.
Catch the replay on LinkedIn →
We're live every week:
Tuesdays 9am PT on Substack
Fridays 12pm PT on LinkedIn
Bring your questions, your traction woes, your failed features — or submit ahead of time.
Want the full schedule? Check the calendar of upcoming Office Hours events →
—Cam & JDM
